SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$32.5M
3 +$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$5K ﹤0.01%
+74
1777
$5K ﹤0.01%
+995
1778
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+100
1779
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+26
1780
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1781
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+513
1782
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+129
1783
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+75
1784
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+390
1785
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+204
1786
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+140
1787
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+51
1788
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+1,928
1789
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1790
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+85
1791
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+312
1792
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+145
1793
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+155
1794
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+154
1795
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+41
1796
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+114
1797
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+105
1798
$4K ﹤0.01%
+49
1799
$4K ﹤0.01%
+193
1800
$4K ﹤0.01%
+130